It was a pleasure to sponsor the Financial Services Federation 2024 National Conference and connect with industry professionals last week. We’d like to extend our gratitude to Frances Valintine CNZM for delivering a truly insightful session titled ‘Ready for Generation Alpha?’. Frances provided a fascinating look into the future of Generation Alpha, exploring their attitudes towards money, savings, and the future of finance. illion is thrilled to have sponsored Frances for this session. We’re excited to explore emerging shifts and trends, and actively support continued thought leadership in the industry. A big thank you to the FSF team for hosting this event, and to Josh Hodgson, Anish Keshav, and Michael Broughton for their contributions on the ground. #FSF2024 #FinancialServices #Events
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Unlock the power of financial planning excellence at the NAPFA Spring 2024 National Conference! Join industry leaders, expand your network, and elevate your expertise. Don't miss out on the regular pricing rate —register now for an unforgettable experience: https://bit.ly/3GiNshU Jim Dolmas #NAPFA24 #FeeOnly #FinancialAdvisors #NAPFA
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We’re looking forward to the Financial Services Council New Zealand's 2024 conference which opens tomorrow, and where we will be the research partner. The In the Spotlight session on Wednesday (4 September) sees Partner Lloyd Kavanagh sharing insights on the latest FSC Money and You Research, and Partner Jeremy Muir will also be speaking at the Investment and KiwiSaver breakout session. If you’re attending, please come and say hello. Claire Brabant and Sam Short #FSC24Conference #financialservices #helpingshapenewzealandsfuture
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IRA consultant, speaker, author. I help advisors avoid mistakes with IRAs and employer plan distributions/rollovers. Speaker of choice for conferences. Expert on retirement plans for small businesses.
What do advisors think about my presentations? Please see feedback below for an example. I will be speaking at the NAPFA - National Association of Personal Financial Advisors Spring Conference- register here and attend my #PreConferenceWorkshop and #Breakout session https://lnkd.in/dPPsS6kD #NAPFA #NationalConference #IRATips #IRAMistakes #RolloverMistakes #IRAFixIt #IRAWhisperer
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FBR 's entry into the US market marks a significant financial milestone, enhancing revenue opportunities and liquidity. Discover key financial insights. Read More https://lnkd.in/gqzC9iR9 #FinancialPerformance, #FBRLimited, #revenueGrowth, #liquidity, #roboticTechnology
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Today is the last day to receive the regular registration pricing for the #NAPFA Spring 2024 National Conference! Save $200 and register today: https://bit.ly/49DuizW #NAPFA24 #FeeOnly #Advisor #FinancialAdvisor #WealthAdvisor #FinancialAdvisors #FinancialPlanner
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BBA Graduate | Eager to Learn and Grow | Passionate About Finance and Accounting | Driven to Explore New Challenges
I recently participated in an insightful webinar on "𝐻𝑜𝑤 𝑡𝑜 𝑆𝑡𝑎𝑟𝑡 𝐼𝑛𝑣𝑒𝑠𝑡𝑖𝑛𝑔," hosted by the National Institute of Securities Markets (NISM) as part of World Investor Week 2024 (#IOSCOWIW2024). The session covered essential financial strategies including: • 𝟏:𝟐:𝟓:𝟐 𝐒𝐚𝐥𝐚𝐫𝐲 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 framework for balanced financial goal planning • Creating a 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐛𝐚𝐥𝐚𝐧𝐜𝐞 𝐬𝐡𝐞𝐞𝐭 to track and manage assets, liabilities, and net worth. • Setting 𝐒𝐌𝐀𝐑𝐓 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐨𝐚𝐥𝐬 for an effective investment strategy • Building a 𝐛𝐚𝐬𝐤𝐞𝐭 𝐨𝐟 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐨𝐚𝐥𝐬 for long-term planning • The importance of 𝐕𝐢𝐭𝐚𝐦𝐢𝐧 𝐌 (𝐌𝐨𝐧𝐞𝐲) for financial stability and security Key takeaways included insights on savings, emergency funds, and the importance of insurance for complete financial planning. A special thank you to Ms. Shweta Camma for her expert insights and to NISM for organizing such an enriching session. I’m looking forward to applying these learnings as I continue my financial journey. #IOSCOWIW2024 #WorldInvestorWeekIndia #ASmartInvestor #nism #sebi #Investing #FinancialPlanning #FinancialGrowth
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#BASF today released its Half-Year Financial Report 2024. Together with CFO Dirk Elvermann, Markus Kamieth gave his first conference call for analysts and investors since taking over as CEO at the end of April 2024. I very much enjoyed the lively discussion with analysts this morning. You can find a replay and further IR materials published this morning on the Investor Relations website at www.basf.com/q22024 #wecreatechemistry #investorrelations
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Be a #SmartInvestor ! Just completed "Day 3" of the "World Investor Week 2024" quiz and scored 80%! Really interested questions and learnt more investing tips and smart financial planning. #IOSCOWIW2024 #WorldInvestorWeekIndia #ASmartInvestor #nism #sebi #bse #nse #investing #financialplanning For more details on the WIW Quiz refer following link- https://lnkd.in/gQr9a6XM Good luck, and keep quizzing!
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October is Financial Information Month, and also marks the 23rd anniversary of the Eastern Caribbean Securities Market. As such, the ECSRC is delighted to be participating in an ECSE panel discussion titled “From Savers To Investors - Advance your financial goals through investing”. The panel will take place on Tuesday October 29th from 5:30 - 7:00pm and can be viewed live on ECCB Connects, the ECSE Facebook and YouTube platforms, and local TV and radio stations across the OECS. #FinancialInformationMonth #FIM24 #caribbeansecurities #caribbeaninvesting #easterncaribbean #oecs #eccu #savingandinvesting
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#SavenFinancial understands that your financial needs evolve. Our 4.20% #TFSA provides both high-interest growth potential and adaptable access to your funds. ▶️ https://lnkd.in/g_UspnBe
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